HT Partners LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 16, 2026), HT Partners LLC reported 53 stock positions worth $361.1 million. Its top holding was Schwab US Broad Market ETF (SCHB) at 48.7% of the portfolio, followed by iShares MSCI Eafe ETF (EFA, 12.5%) and VG Morningstar TS MKT ETF-US (VTI, 6.4%). Compared with Q1 2026, it opened 1 new position, sold out of 3, added to 12 and reduced 23. The biggest buy was a new position in iShares Core MSCI Emerging (IEMG) and the biggest sale iShares MSCI Eafe ETF (EFA, shares −4%).
- Most Recent 13F
- Q2 2026
- Location
- CENTERBROOK, CT
- CIK
- 0001552999
- Portfolio Value
- $361.1M (Q2 2026)
- SEC Filing
- 0001398344-26-012199 ↗ filed Jul 16, 2026
Holdings Value
Holdings 53 stocks · $361.1M
| SCHB Schwab US Broad Market ETF | 48.66% | 6,067,895 | $175.7M | Reduce -1.8% |
| EFA iShares MSCI Eafe ETF | 12.50% | 434,456 | $45.1M | Reduce -3.6% |
| VTI VG Morningstar TS MKT ETF-US | 6.38% | 62,250 | $23.0M | Reduce -12.7% |
| VEA Vanguard Ftse Developed ETF | 6.32% | 320,380 | $22.8M | Reduce -2.0% |
| EEM iShares MSCI Emerging Market | 3.50% | 184,637 | $12.6M | Reduce -18.0% |
| QQQM Invesco Nasdaq 100 ETF | 2.47% | 29,465 | $8.9M | Reduce -12.1% |
| VWO Vanguard Ftse Emerging Marke | 2.04% | 123,457 | $7.4M | Reduce -0.3% |
| BND Vanguard Total Bond Market | 1.65% | 81,386 | $6.0M | Add +0.4% |
| LLY Eli Lilly & Co. | 1.29% | 3,878 | $4.7M | Reduce -1.0% |
| BNDX Vanguard Total Intl Bond ETF | 1.14% | 85,149 | $4.1M | Add +7.7% |
| GOOGL Alphabet Inc. Class A | 1.08% | 10,875 | $3.9M | Reduce -1.1% |
| BSV Vanguard Short-Term Bond ETF | 1.06% | 49,103 | $3.8M | Add +7.9% |
| NVDA Nvidia Corp. | 1.01% | 18,270 | $3.7M | Reduce -1.0% |
| MSFT Microsoft Corp. | 0.93% | 8,968 | $3.3M | Add +0.1% |
| JNJ Johnson & Johnson | 0.90% | 12,860 | $3.3M | No change |
| IWR iShares Russell Mid-Cap ETF | 0.82% | 26,956 | $3.0M | No change |
| AAPL Apple Inc. | 0.77% | 9,583 | $2.8M | Reduce -1.9% |
| VT Vanguard Tot World STK ETF | 0.74% | 17,105 | $2.7M | Reduce -4.4% |
| GOOG Alphabet Inc. Class C | 0.71% | 7,287 | $2.6M | Reduce -3.7% |
| BIV Vanguard Intermediate-Term B | 0.52% | 24,293 | $1.9M | Add +9.2% |
| BLV Vanguard Long-Term Bond ETF | 0.48% | 25,264 | $1.7M | Add +9.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.38% | 2,731 | $1.4M | Add +0.1% |
| META Meta Platforms Inc. Class A | 0.31% | 2,011 | $1.1M | Add +2.2% |
| AMZN Amazon.com Inc. | 0.31% | 4,692 | $1.1M | Reduce -0.7% |
| VMBS Vanguard Mortgage-Backed Sec | 0.29% | 22,023 | $1.0M | Add +10.5% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.28% | 12,836 | $1.0M | Add +5.8% |
| QQQ Invesco QQQ Trust Series 1 | 0.28% | 1,363 | $1.0M | Reduce -1.0% |
| UFOX Defiance Space and Connectiv | 0.27% | 10,345 | $983K | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.25% | 1,222 | $913K | Reduce -1.5% |
| RSP Invesco S&P 500 Equal Weight | 0.21% | 3,542 | $754K | Reduce -36.0% |
| NOBL Proshares S&P 500 Dividend A | 0.20% | 12,576 | $706K | Add +4.9% |
| ABBV Abbvie Inc. | 0.19% | 2,741 | $690K | No change |
| IYW iShares Ustechnology ETF | 0.18% | 2,612 | $659K | No change |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.18% | 12,904 | $653K | No change |
| IWD iShares Russell 1000 Value E | 0.16% | 2,322 | $563K | No change |
| CSCO Cisco Systems Inc. | 0.13% | 3,966 | $466K | No change |
| VXUS Vanguard Total Intl Stock | 0.12% | 5,162 | $441K | Reduce -4.9% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.12% | 1,968 | $429K | No change |
| ITOT iShares Core S&P Total U.S. | 0.10% | 2,246 | $369K | Reduce -8.3% |
| TSLA Tesla Inc. | 0.10% | 860 | $362K | Reduce -3.1% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.10% | 4,366 | $352K | Reduce -8.0% |
| IVV iShares Core S&P 500 ETF | 0.10% | 468 | $350K | No change |
| XLP SS Consumer Staples Sel Sect | 0.09% | 3,824 | $318K | No change |
| XOM Exxon Mobil Corp. | 0.08% | 2,123 | $290K | No change |
| PG The Procter & Gamble Co. | 0.08% | 1,948 | $286K | No change |
| EMR Emerson Electric Co. | 0.08% | 1,931 | $276K | No change |
| SCHM Schwab US Mid Cap ETF | 0.07% | 6,743 | $249K | Reduce -3.6% |
| AMGN Amgen Inc. | 0.07% | 686 | $248K | No change |
| GD General Dynamics Corp. | 0.07% | 700 | $248K | No change |
| COST Costco Wholesale Corp. | 0.07% | 253 | $236K | Add +0.4% |
| AVGO Broadcom Inc. | 0.06% | 597 | $226K | Reduce -10.6% |
| IEMG iShares Core MSCI Emerging | 0.06% | 2,703 | $224K | New |
| GLD SPDR Gold Shares | 0.06% | 554 | $204K | No change |
Portfolio Sells Q1 2026 → Q2 2026
| EFA iShares MSCI Eafe ETF | Reduce -3.6% | 12.50% | −0.75 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -12.7% | 6.38% | −0.55 |
| EEM iShares MSCI Emerging Market | Reduce -18.0% | 3.50% | −0.38 |
| RSP Invesco S&P 500 Equal Weight | Reduce -36.0% | 0.21% | −0.11 |
| PSLV Sprott Physical Silver Trust | Sold out | 0.00% | −0.07 |
| WMT Walmart Inc. | Sold out | 0.00% | −0.06 |
| DBEU Xtrackers MSCI Europe Hedged | Sold out | 0.00% | −0.06 |
| VEA Vanguard Ftse Developed ETF | Reduce -2.0% | 6.32% | −0.02 |
| VT Vanguard Tot World STK ETF | Reduce -4.4% | 0.74% | −0.01 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -8.0% | 0.10% | −0.01 |
| VXUS Vanguard Total Intl Stock | Reduce -4.9% | 0.12% | −0.00 |
| ITOT iShares Core S&P Total U.S. | Reduce -8.3% | 0.10% | −0.00 |
| AVGO Broadcom Inc. | Reduce -10.6% | 0.06% | −0.00 |
| TSLA Tesla Inc. | Reduce -3.1% | 0.10% | +0.00 |
| SCHM Schwab US Mid Cap ETF | Reduce -3.6% | 0.07% | +0.00 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -1.5% | 0.25% | +0.01 |
| AMZN Amazon.com Inc. | Reduce -0.7% | 0.31% | +0.01 |
| VWO Vanguard Ftse Emerging Marke | Reduce -0.3% | 2.04% | +0.01 |
| AAPL Apple Inc. | Reduce -1.9% | 0.77% | +0.02 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -1.0% | 0.28% | +0.04 |
| NVDA Nvidia Corp. | Reduce -1.0% | 1.01% | +0.04 |
| GOOG Alphabet Inc. Class C | Reduce -3.7% | 0.71% | +0.06 |
| QQQM Invesco Nasdaq 100 ETF | Reduce -12.1% | 2.47% | +0.06 |
| GOOGL Alphabet Inc. Class A | Reduce -1.1% | 1.08% | +0.12 |
| LLY Eli Lilly & Co. | Reduce -1.0% | 1.29% | +0.20 |
| SCHB Schwab US Broad Market ETF | Reduce -1.8% | 48.66% | +1.67 |
Portfolio Buys Q1 2026 → Q2 2026
| IEMG iShares Core MSCI Emerging | New | 0.06% | +0.06 |
| NOBL Proshares S&P 500 Dividend A | Add +4.9% | 0.20% | +0.00 |
| VMBS Vanguard Mortgage-Backed Sec | Add +10.5% | 0.29% | +0.00 |
| BLV Vanguard Long-Term Bond ETF | Add +9.4% | 0.48% | +0.00 |
| BIV Vanguard Intermediate-Term B | Add +9.2% | 0.52% | −0.00 |
| BNDX Vanguard Total Intl Bond ETF | Add +7.7% | 1.14% | −0.01 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +5.8% | 0.28% | −0.01 |
| COST Costco Wholesale Corp. | Add +0.4% | 0.07% | −0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.1% | 0.38% | −0.02 |
| BSV Vanguard Short-Term Bond ETF | Add +7.9% | 1.06% | −0.02 |
| META Meta Platforms Inc. Class A | Add +2.2% | 0.31% | −0.03 |
| MSFT Microsoft Corp. | Add +0.1% | 0.93% | −0.08 |
| BND Vanguard Total Bond Market | Add +0.4% | 1.65% | −0.15 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 53 | $361.1M | SCHB, EFA, VTI, VEA, EEM |
| Q1 2026 | 55 | $330.2M | SCHB, EFA, VTI, VEA, EEM |
| Q4 2025 | 55 | $336.3M | SCHB, EFA, VTI, VEA, EEM |
| Q3 2025 | 52 | $327.1M | SCHB, EFA, VTI, VEA, EEM |
| Q2 2025 | 49 | $327.3M | SCHB, EFA, VTEB, VTI, VEA |
| Q1 2025 | 50 | $291.5M | SCHB, EFA, VEA, VTEB, VTI |
| Q4 2024 | 50 | $294.0M | SCHB, EFA, EEM, VEA, VTI |
| Q3 2024 | 51 | $282.6M | SCHB, EFA, VEA, EEM, VTI |
| Q2 2024 | 50 | $282.9M | SCHB, EFA, EEM, VEA, VTI |
| Q1 2024 | 49 | $276.2M | SCHB, EFA, EEM, VEA, VTI |